/deal-screening

name: deal-screening
description: Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".

Deal Screening

Workflow

Step 1: Extract Deal Facts

From the provided CIM, teaser, or description, extract:

• **Company**: Name, location, sector/subsector
• **Description**: What they do (1-2 sentences)
• **Financials**: Revenue, EBITDA, margins, growth rate
• **Deal type**: Platform, add-on, recap, minority, carve-out
• **Asking price / valuation**: Multiple, enterprise value if stated
• **Seller motivation**: Why selling now
• **Management**: Rolling or exiting
• **Key customers**: Concentration risk
• **Key risks**: Obvious red flags

Step 2: Screen Against Criteria

Apply the fund's investment criteria (ask user if not known):

| Criterion | Target | Actual | Pass/Fail | |-----------|--------|--------|-----------| | Revenue range | | | | | EBITDA range | | | | | EBITDA margin | | | | | Growth profile | | | | | Sector fit | | | | | Geography | | | | | Deal size / EV | | | | | Valuation (x EBITDA) | | | | | Customer concentration | | | | | Management continuity | | | |

Step 3: Quick Assessment

Provide a 3-part assessment:

1. **Verdict**: Pass / Further Diligence / Hard Pass 2. **Bull case** (2-3 bullets): Why this could be a good deal 3. **Bear case** (2-3 bullets): Key risks and concerns 4. **Key questions**: What you'd need to answer on a first call

Step 4: Output

One-page screening memo suitable for sharing with partners or an IC quick screen.

Important Notes

• Speed matters — screening should take minutes, not hours
• Be direct about red flags. Don't bury concerns
• If financials seem inconsistent or incomplete, flag it explicitly
• Ask for the fund's criteria upfront if this is the first screening
• Save screening criteria in memory for future deals once confirmed